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Trustee's Duty to Report and Account

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Does a Trust Beneficiary Have a Right to Information about the Trust?

By Robert Paine on May 12, 2017
Posted in Trustee's Duty to Report and Account

If you are a beneficiary of a trust, are you entitled to an accounting of the assets of the Trust and the activities of the Trustee?  Are you entitled to know what assets are in the trust, how the assets are invested, what is being distributed out of the trust, and the amount of fees…

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Matters of Trust is devoted to timely and relevant insight and commentary on trust administration and litigation. My hope is that whether you are a beneficiary of a trust, a trustee, a CPA or investment manager who works with trust clients, or someone simply interested in how trusts are administered well (or poorly), you’ll find content that relates and matters to you.

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